Verizon sold 6.2 million iPhones last quarter. Historically, Verizon has been about 11% of iPhone sales. If that holds, then Apple will have sold 56 million iPhones, says White. Even if it's 12% of iPhone sales, Apple could have sold 51 million.

It's a big if. Things change. The rest of the world may have grown tired of the iPhone last quarter. But, it's hard to look at this Verizon iPhone number as anything but good news for Apple.